Will Health Care Kill the Rally?
Airtime: Mon. Mar. 22 2010
Discussing the impact health care reform will have on the markets, with Jim Lacamp, of Macroportfolio Advisors, and David Kelly, of JPMorgan.
Airtime: Mon. Mar. 22 2010
Discussing the impact health care reform will have on the markets, with Jim Lacamp, of Macroportfolio Advisors, and David Kelly, of JPMorgan.
Waiting for and reacting to the Fed’s decision on rates and QE2, with Bill Gross, PIMCO co-founder; Kenneth Heebner, portfolio manager of CGM Realty Fund; and CNBC’s Steve Liesman, Erin Burnett & Hampton Pearson.
The European Union has received a letter from nine of its members calling for a change in the way the debt of EU countries is calculated. Peter Attard Montalto from Nomura has analysis.
Personal income in April moved higher, with Ed Lazear, fmr. chairman of the President’s Council of Economic Advisers, and the CNBC news team.
The new banking rules will bring some stability to the financial system, believes Kirby Daley, senior strategist, Newedge Group. He shares his thoughts with Karsten Schroeder, CEO, Amplitude Capital, CNBC’s Martin Soong and Sri Jegarajah.
Discussing whether there is a second half slowdown in the market, with John Rutledge, former Reagan economic advisor; Peter Navarro, UC Irvine business professor and Peter Morici, University of Maryland.
A global macro strategy will do very well in the hedge fund space this year, says Howard Eisen, managing director at Fletcher Bennett Capital, as he shares his investment insights with CNBC’s Amanda Drury and Maura Fogarty. Eisen also explains why the tech and healthcare sectors offer buying opportunities.